See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $39,569 |
CROWE LLP1+ years Filed as: CROWE HORWATH LLP Service code 65 · EIN 35-0921680 | Account Maintenance | $30,662 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: REA & ASSOCIATES Service code 10 · EIN 34-1310124 | Accounting | $12,450 |
GBQ CONSULTING1+ years Filed as: GBQ CONSULTING LLC Service code 34 · EIN 20-2122189 | Valuation (appraisals, etc.) | $8,600 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,955 | $52,681-50.7% | $75,781-65.7% | $59,632-56.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -11.96% | 2.95%-14.9pp | 9.68%-21.6pp | 2041.28%-2053.2pp |
| Employer contribution / active EE | $6,249 | $2,193+184.9% | $3,323+88.0% | $2,203+183.7% |
| Participant deferral / active EE | $494 | $2,591-80.9% | $3,651-86.5% | $3,192-84.5% |
| Admin fee / account holder | $278 | $3,610-92.3% | $5,299-94.8% | $4,297-93.5% |